Bank Code Fields

Bank codes indicate the banks with which the office does business. For instance, these banks might hold registry money or handle trust account investments. The following fields are displayed when configuring these codes.

System-Wide Code and Description Fields

Field Name	Field Description
Show this code for Location	Select this check box to enable the code for the selected location.
Use for API only	Select this check box to indicate that the code is only for use with an application program interface (API).
Code	The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code word that has already been assigned to another code, a warning message is displayed, as codes must be unique. Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and parentheses. The word ALL cannot be included in the code word, regardless of case.
Description	Type a description for the code.
Mappings (ALT+M)	This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes.

System-Wide Effective Information Fields

Field Name	Field Description
Effective Date	If the code is not available until a specific date, enter the date that the code becomes available.
Obsolete Date	If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an obsolete date. The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.

Primary Contact

Field Name	Field Description
Title	Type the title of the primary contact.
First, Middle, Last	Type the party's name.
Suffix	Select a suffix.
E-mail	Type the primary contact's e-mail address.
Comment	Type notes or comments related to the record. Click for additional space. Click to check the spelling of the text entered.

Address

Field Name

Field Description

Standard / Non-Standard

Indicate the type of address you are entering by selecting the option that best describes the address.

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Standard — If you are entering a standard address for a resident of the United States, select Standard U.S. and enter the following information.

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Non-Standard — If you are entering a United States address that does not contain the standard address information (e.g., a P.O. Box only), select this option. Enter the address information in the three blank lines provided, and enter the city, state, and ZIP code as usual.

No.

Type the street number of the person's address. If the street requires a pre-directional code (e.g., E Main St.), select the appropriate direction from the drop-down list.

St.

Type the name of the street in the space provided. Then, select the appropriate street suffix (e.g., avenue) from the list. If a post-directional code is needed after the street name, select the correct direction code from the list.

Unit

If you want to enter an apartment, suite, or building number, select the appropriate unit type from the list.

City

Type the city name.

State

Enter the appropriate state code. Click the arrow to view a list of codes, or press F4 to search for and select a single code.

ZIP Code

Type the ZIP code.

Line 1–3

If you are entering a non-standard address, type the address information for the address lines.

Website

Type the business website URL.

Phones

Field Name	Field Description
Work	Type the business work phone number.
Ext	Type the phone extension.
Fax	Type the business fax number.
Ext	Type the fax extension.

System-Wide Bank Investment Options

The System-wide Bank Investment Options section contains a table of all investment options available from this bank. Click

or an existing entry to maintain the investment options.

Click Update As Of Dates to update the as of date for investment options to the current date.